You can now group your users by territory, speciality, department or team ... Organise your workspace according to the structure of your company.
Example :
I am the director of a regional branch client of Finalcad, inside my branch, I have two agencies and in those two agencies, I have three specialities.
These agencies and specialities can be organised and define their own process inside Finalcad (Specific Form, workflow or common observations).
I will then set up the following architecture inside my Finalcad organisation.
- Create a workspace
- Who?
- All organisation members can create workspaces and edit them.
- Why?
- A workspace allows regrouping users
- How?
- From the "workspace" page, press the bouton 1."Create a workspace" or 1Bis or 2 to modify one.
- Who?
- Access the workspace settings
The settings of a workspace allow us to manage members who will have access to this workspace and could create projects inside this specific workspace.
- From the projects list you can access to the organisation settings
- Press the blue button next to the names of your organisation
- Choose the workspace that you want to access
- From the projects list you can access to the organisation settings
- Manage the members of the workspace
Add members to your organisation in the workspace to allow them to create projects inside.
- Access to the members' list inside a workspace
- To access the members' page from the workspace's setting click on <members>.
The creator of the workspace is by default member of it. - Add a member
- To add a member you can click on the button <Add members>
Only members already registered inside the organisation can be added as workspace members
- To add a member you can click on the button <Add members>
- Remove a member
- Select the member
- Click on the button on the top right of the user lists
- Select "Delete the workspace"
A member that has been deleted from a workspace, can not have access anymore the workspace nor create a project inside. They will always have the possibility to access projects inside this workspace if they are invited inside those projects.
- Rights inside a workspace
- Action possible for a workspace member:
- access settings of the workspace
- can add or delete members of the workspace
- can create projects inside the workspace
- they can do all those actions inside the sud-workspaces who they are members of
- Visibility of the workspace for an organisation member
- a member of the organisation can see and access the workspace who they are a member of
- A member of the workspace can see and access the sud-workspaces who they are members of
- An organisation member can see and access only the workspace and the sud-workspaces who they are members of
- Manage all the workspace
- The workspace manager can delete, edit and create sub-workspace inside the workspace they are members of.
- Action possible for a workspace member:
- To access the members' page from the workspace's setting click on <members>.
Actions | Member /Guess | Workspace manager | Organisation Admin |
See the workspace they are members of (or inferior) | π’ | π’ | π’ |
Create projects inside the workspace who they. are members of (or inferior) | π’Possible for members π΄Not possible for guess |
π’ | π’ |
Add and delete the members inside the workspace. | π’ | π’ | π’ |
See all the workspace of the organisation | π΄ | π΄ | π’ |
Access all the projects inside of the organisation | π΄ | π΄ | π’ |
Create/edit/delete all the workspace of the organisation | π΄ | π΄ | π’ |
Create/edit/delete all sub-workspace of the organisation | π΄ | π’ | π’ |
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